SR&ED for CFOs & in-house teams

Forecast only what the record can support

The claim should reflect the eligible work and expenditures the company can support. SREDlog keeps the calculation, technical record and review history together so each amount can be checked before filing.

Give both teams the same claim record

• Track potentially eligible expenditures alongside evidence-grounded narratives.
• Connect each material claimed amount to its source for review.
• Send the current technical record for client fact confirmation without opening the consultant workspace.
• Review payroll, expenditures, assistance and credits before approved values flow into the claim.
• Generate the T661, Schedule 31 and supported provincial forms as reviewable drafts.
• Build the supporting binder from the same records used to prepare the claim.

Prepare the company's evidence for its advisor

Finance can gather payroll, invoices and assistance records while the technical team supplies test results and explains the investigation. Use evidence management to organize the project record and time review to check the basis for labour allocations before the advisor completes the claim review.

This page covers the claimant company's coordination work. Practices preparing returns for multiple clients can review the separate accounting-firm workflow, including the accountant summary and T2 handoff.

Keep the record when an advisor joins

Manage preparation in-house or use SREDlog alongside your existing consultant. Both approaches give technical and finance teams access to the same evidence and claim record.